Senior Financial Planner

As a Senior Financial Planner, a typical day might include the following:

• Create comprehensive financial plans addressing estate planning, retirement planning, tax planning, insurance, investments, and other client related financial questions

• Participate in client meetings and explain complex financial planning topics

• Handle and respond to inquiries and interact with clients related to their financial plans

• Coordinate services and information exchanges with clients’ other advisors such as CPAs, attorneys, or insurance agents

• Participate on a firm wide financial planning team to establish best practices

• Be a resource for financial planning knowledge and expertise

• Identify and develop trusted relationships with prospective clients

This job might be for you if:

• You are a true fiduciary - you always act in the client’s best interest

• You excercise sound judgement - you are able to manage risk effectively

• You are a team player - you have strong interpersonal skills

• You are motivated and driven - you are interested in advancing to more senior client management positions; you have a strong work ethic; you possess an ownership mentality

• You communicate clearly - you are well-written; you speak articulately; you are comfortable communicating in person, in writing and on the phone

• You take confidentiality seriously - you maintain strict confidentiality of client and company information

• You enjoy solving problems - if you don’t know the answer, you dig until you find it; you enjoy finding creative solutions to problems; you are known for your analytical skills and linear thought

To get this job you should have:

• A strong academic background with a Bachelor’s degree or above

• At least 5 years of experience in the wealth / investment management or finance fields

• A strong proficiency in Excel and PowerPoint

We are giving additional consideration to those with:

• Professional designations such as CFP®, CFA, CPA, CTFA

• Advanced degrees in finance, business administration, accounting or law

• Experience with eMoney or other comparable financial planning tools

• Experience with Black Diamond performance reporting tools